Cathexis Partners
Watch this back-to-the-basics webinar recording, and learn about the reporting capabilities Salesforce has to offer. In this session, Data Consultant Dan Weik, and Database and CRM Manager Matt Devine, will show you how to:– Navigate the folder structure in the Salesforce Report “home screen”.– Work with Report Types and determine which are best for your needs.
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One in five Americans has invested in, traded, or otherwise used cryptocurrency. That number is projected to increase in 2023. And even amidst a volatile market, on average nonprofits received $69,644 in crypto donations in 2021 — a 66% increase from 2020.
In a competitive fundraising environment, nonprofits must stay current on the latest giving trends and opportunities. Understanding the growing field of crypto and NFT philanthropy has the potential to make the difference in reaching your fundraising goals.
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We covered Salesforce’s free Outbound Funds Module (OFM) in our first webinar – but OFM is also a building block of the most robust native Salesforce tool currently available for grantmaking organizations, Grants Management (GM). What are the differences between the two? How could your organization benefit from implementing GM?
Join Fíonta for an hour-long on-demand webinar that highlights the benefits of GM for foundations and other grantmaking organizations. We’ll talk about what GM offers above and beyond core OFM functionality, including its built-in Grantee Portal, private invitation functionality, and capability to house multiple application forms. You’ll also get to see a demonstration of GM and ask your specific questions about the module and the implementation process.
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As a small nonprofit, it can be challenging to compete with larger organizations that have more people, resources, and bigger budgets.
In this session, we’ll teach you new and exciting ways you can level the playing field and operate like a big brand.
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